CLOO vs VYM

CLOO vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricCLOOVYMWinner
Expense Ratio0.25%0.04%
AUM-$81.6B
Dividend Yield0.99%2.24%
Holdings121616
YTD Return+1.66%+16.42%
1Y Return-+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-0.0%-58.8%
Fund FamilyNew York Life InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionMay 6, 2026Nov 10, 2006

CLOO vs VYM Performance

NYLI Investment Grade CLO ETF (CLOO) is a ETF from New York Life Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, CLOO is up 1.66% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.0% for CLOO and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

CLOO charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, CLOO currently yields 0.99% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

CLOO and VYM share 0 holdings out of 608 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, CLOO or VYM?

CLOO has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

What is the holdings overlap between CLOO and VYM?

CLOO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.

Which pays a higher dividend, CLOO or VYM?

CLOO yields 0.99% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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